From AI To Gold: 5 Wall Street Predictions That Could Shape 2026
Here’s what the major research desks are telling clients to watch in 2026.
3 Worst Performing Dividend Aristocrats In 2025
The three worst-performing Dividend Aristocrat Stocks in 2025 were FactSet Research Systems, Clorox, and Erie Indemnity.
Market Outlook For 2026
Wall Street’s market outlook enters 2026 in a bullish mood, albeit with nuance.
The Bond Signal That Will Shape 2026
The bond market tells the real story. And it has quietly flashed a warning signal that will determine the direction of equities, the economy, and your portfolio for the entire year ahead. So, why don’t most people see it?
2025 Rewind: The Year U.S. Crypto Policy Finally Shifted
The year 2025 proved to be a defining moment for the U.S. crypto sector. Legislation imposed reserve requirements, audit standards, and clear supervisory pathways, repositioning stablecoins from experimental instruments to financial infrastructure.
Being Twitchy And Investing Success Don't Mix Well
Cullen Roche was a guest on Meb Faber's podcast this week. It was fascinating. Part of the fascination lies in how differently they appear to approach portfolio construction. Let's break that down.
3 Broadcast Radio & TV Stocks To Buy From A Challenging Industry
The broadcast industry has been grappling with a rise in cord-cutting despite a surge in demand for streaming content. However, industry players have been reaping the benefits of a spike in digital content consumption. Here are stocks to watch.
Strategy Inc Set To Post Q4 Loss As Bitcoin Holdings Drop In Value
Strategy Inc, the software firm turned Bitcoin-focused treasury vehicle, is expected to post a multibillion-dollar loss for the fourth quarter of 2025. This outcome follows a 24% fall in Bitcoin’s value during the same period.
Gold Weekly Forecast: Strong Finish To 2025 Keeps The Bull Case Alive
The gold price ended last week on a steady footing, closing the year with an exceptional 65% return. After an aggressive rally in the previous few months, the precious metal pared some of its gains as traders took profits.
Year-End Letter: Portfolio Returns 38% In 2025
Commodities have been underinvested in for too long as most investors have crowded into tech stocks. Our portfolio construction worked beautifully in 2025, and I have no reason to think it won’t continue to in 2026. Let's take a look.
The 18-Year Trend Is Breaking - Is This The 2026 Financial Earthquake?
In this video, I reveal why the U.S. dollar is currently sitting on a razor's edge—an 18-year trendline that is about to snap.
The Hertz Time Bomb
60 days. A dozen prints. Just 1 setup. Our system caught massive call buying in Hertz at the start of November and December. Check the numbers today, and you'll see some staggering sizes. The fuse is lit, and now it's only a matter of time.
Cal-Maine Foods, Inc.: A Deep Value Commodity Business
This week’s spotlight is Cal-Maine Foods, Inc. — the largest producer and distributor of shell eggs in the United States, operating a uniquely cash-rich, debt-free balance sheet and generating extraordinary free cash flow.
Does Coherent's Product Portfolio Make It The Ultimate AI-Stock?
Coherent Corp.’s ability to capture the growing AI markets is at the apex of its growth strategy. The company’s keen interest in AI and datacom is yielding results. Could Coherent Corp. be the ultimate AI stock in 2026?
The 10 Largest Companies & 2025 Rate Of Return
Here is a short look at the 10 largest companies by market capitalization as of Saturday, Jan. 3, 2026. Additionally, I have included the percentages of the corresponding rate of return for the past year. Let's dive into the numbers.
Wall Street's Top 10 Stock Calls This Week - Saturday, Jan. 3
What has Wall Street been buzzing about this week? Here is a quick look at the top 5 Buy calls and the top 5 Sell calls made by Wall Street's best analysts during the trading week of Dec. 29, 2025 to Jan. 2, 2026.
Weekly Commentary: Recalling 2022
January trading can be fascinating. Hefty early-year inflows traditionally support stocks. But January markets can also be buffeted by significant portfolio reallocations and strategy adjustments.
January 2026 Monthly
The coming year begins under the long shadow of geopolitical tensions and the unfolding of a new transformative technology, artificial intelligence—a technology that in 2025 proved both a backbone and a fault line for the U.S. economy.
European Banking Data Confirms A Systemic Problem
There was an explosion, a record spike – and it’s not even close - in lending by European banks to European shadow banks in October and November.
What Was The Overall Impact Of Trump’s Tariffs In 2025?
Tracking the Economic Impact of the Trump Trade War.

